Managing Plans

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Creating a plan

1. Go to Settings → Plans
2. Click Create Plan
3. Fill in the details:

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Flat rate configuration

• Name — A descriptive name
• Flat Rate — The single commission percentage

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Tiered configuration

• Name — A descriptive name
• Volume Tiers — Add rows for each tier:
  • From — Lower bound of the tier
  • To — Upper bound (leave blank for infinity)
  • Rate — Commission percentage for this tier

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Accelerator configuration

• Name — A descriptive name
• Base Rate — The standard rate for deals below the threshold
• Threshold — The revenue amount that triggers the accelerator
• Accelerator Rate — The higher rate applied to the full deal when the threshold is exceeded

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Editing a plan

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Deleting a plan

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Plan type comparison